Linda Casals (CRD# 2402171) is an Investment Advisor Representative working at Black Swift Group, LLC in Boulder, CO and has over 30 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Black Swift Group, LLC | Denver, CO | Apr 2017 - Current | 7 |
| Clean Energy Collective | Louisville, CO | May 2016 - Apr 2017 | < 1 |
| Ninox | Boulder, CO | Jun 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- CO
-
Total Assets Under Management468MILLIONS
-
Total Number of Accounts338ACCOUNTS
-
Average Account Value$1,383,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, LA, MA, NY, TX, WA
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